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Category: Advisor Insights

Advisor Insights/Data/Envestnet Analytics

How Data Drives Personal Insights for Businesses, Advisors, and Their Clients

November 4, 2022November 4, 2022 Darcy Tyrrell

Cutting-edge client experiences are hallmarks of highly successful wealth management firms...

Advisor Insights/Data/Envestnet Analytics

The Fractured Data Landscape: Insights You Could Be Missing

October 21, 2022November 8, 2022 Darcy Tyrrell

Data is the name of the game when it comes to successfully managing wealth. Data, and by extension, data analytics, can help...

Advisor Insights

Advisor Insights Weekly Updates: June 14 – June 19

June 22, 2020 Frank Coates

Last week the Fed announced efforts to purchase individual corporate bonds and advisors began putting the most cash back to work with fixed income asset classes again leading the way...

Advisor Insights

Advisor Insights Weekly Updates: June 8 – June 12

June 15, 2020 Frank Coates

Last week was a continuation of the new “normal” as advisors favored non-risky assets with increased attention centered on intermediate fixed income – even at today’s historically low rates...

Advisor Insights

Advisor Insights Weekly Updates: June 1 – June 5

June 8, 2020June 8, 2020 Frank Coates

Last week was a marked change for advisors with investment activity shifting back to fixed income categories...

Advisor Insights

Advisor Insights Weekly Updates: May 26 – May 30

June 2, 2020 Frank Coates

Last week was one of the “slowest” weeks of the year in terms of investment activity with three noteworthy insights...

Advisor Insights

Advisor Insights Weekly Updates: May 18 – May 23

May 26, 2020May 26, 2020 Frank Coates

Last week was a return to “normal” for advisor activities. Trading volume was close to the average seen in 2019. Advisors were neutral on risk – more risky and less risky investments were both near net zero in flows...

Advisor Insights

Advisor Insights Weekly Updates: May 11 – May 15

May 18, 2020 Frank Coates

This week looked a lot like the previous week. Trading activity and changes to client’s goals and objectives were both consistent relative to last week. Less risky asset styles had no net inflows or outflows and more risky assets flows saw modest outflows.

Advisor Insights

Advisor Insights Weekly Updates: May 1 – May 8

May 11, 2020May 11, 2020 Frank Coates

Last week was closer to “normal”, if we define normal as 2019 and early 2018 trends. This week, trading activity and changes to client’s goals and objectives were both down significantly...

Advisor Insights

Advisor Insights Weekly Updates: April 27-May 4

May 4, 2020May 4, 2020 Frank Coates

Is this the new normal? The past several weeks have seen a consistent set of data trends...

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